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Employee Benefit Plan Audit

Downey & Company has experienced staff who specialize in providing employee benefit plan audit services to our clients.  Our experts will guide you through every step of your employee benefit plan audit.

Downey & Company offers a wide range of employee benefit plan audit services that include:

  • Audits of pension, health and welfare, 401(k) and 403(b) plans subject to ERISA under the regulatory authority of the DOL
  • Preparation of Form 5500, Form 5330 and Form 8955-SSA
  • Consulting services 
  • Review of internal control systems
  • Compliance audits and testing

Our services are cost effective, comprehensive, and completed in a timely manner.  At Downey & Company, we strive to make the audit process as simple and painless as possible.  Downey & Company is dedicated to helping your organization meet full compliance with employee benefit plan audit requirements as efficiently as possible, while enabling you to maintain a plan that fosters and strengthens your relationship with your employees.

Downey & Company is a member of the AICPA Employee Benefit Plan Audit Quality Center.  The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments.  Our involvement with this organization underscores our commitment to providing our audit clients with the highest quality audits by keeping current with the continually evolving regulations in this area.  

Downey & Company has created an employee benefit plan audit training video program for Bisk Education.  Bisk Education is one of the largest leaders in CPA training.  If you are interested in purchasing the materials, please click here.

For more information on an employee benefit plan audit, please contact Paul McGovern at pmcgovern@downeycocpa.com or at 800-849-6022. 

Downey Co CPA